Matthew Ryan, financial advisor Pittsford NY

Matthew Ryan

CRD Number: 7002860
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Matthew Ryan (CRD# 7002860) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 4 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bank Of America, N.a. Pittsford, NY Jun 2019 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford, NY Aug 2018 - Current 5
Lafayette College Easton, PA Jun 2015 - Jun 2018 3
Lafayette College Easton, PA Aug 2014 - May 2018 3
The Home Depot Penfield, NY Jun 2015 - Feb 2017 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Matthew J. Ryan
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NY
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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